Keeping Family Trust
DATE: June 2011
PUBLICATION: Financial Advisor
By Mary Rowland
New Hampshire leads the way among states using generous new laws to compete for family trust business.
In October 2010, Ned Johnson, the CEO of Fidelity Investments in Boston, moved his family office—Crosby Advisors—three miles across the state border to Salem, N.H. His may be one of many such moves when family offices across the country discover how the Dodd-Frank law will limit their freedom. (Crosby is Johnson's middle name.)
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